+1,033.9%
FLEX vs NUE
+589.1%
+444.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -3.7% |
| 7D | +0.1% | -2.7% | +2.8% | +1.5% |
| 30D | -11.8% | -6.1% | -5.7% | -8.9% |
| 3M | -22.6% | +2.2% | -24.8% | -23.9% |
| 6M | +77.3% | +50.8% | +26.6% | +43.9% |
| YTD | +78.8% | +57.5% | +21.2% | +41.6% |
| 1Y | +86.1% | +82.5% | +3.6% | +36.2% |
| 3Y | +446.2% | +61.7% | +384.5% | +308.2% |
| 5Y | +689.7% | +145.1% | +544.6% | +334.6% |
| All | +1,033.9% | +589.1% | +444.8% | +226.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NUE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling